Yesterday, I heard a talking head on CNBC’s 'Fast Money' program pontificate that Deep Seek and its disruptive technology mean 'Nobody needs an H100 anymore,' much les...
Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s "Fast Money" program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I struggle to square that with Jensen Huang’s claim that the inference task will require 100 times more compute power, which could overwhelm any potential reduction in training systems.
However, the six minutes ChatGPT required to create the report, and the outstanding content it produced, validate Jensen Huang’s assertion and the value of reasoning models. Now it will become a matter of how the math balances out with the offset by the increase in computation needed to produce thoughtful answers. I have no idea how that exactly plays out, but I’d bet my house that the number of compute cycles overall will increase by one or two orders of magnitude.Training vs.
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